Turn Cincopa viewing signals into Salesforce follow-ups
Send a Cincopa viewing signal to Notis and let it prepare the next Salesforce follow-up, with the media context close at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Notable viewing activity can get buried in analytics while the follow-up it calls for slips off your list.
- Convert a supplied viewing signal into a concrete follow-up task.
- Keep the media context in the task description.
- Reduce the chance that an interested prospect is overlooked.
Setup
Build it in a few focused steps.
- 1Connect Cincopa and Salesforce once in Notis.
- 2Create an automation by telling Notis what Salesforce follow-up task to create from a Cincopa viewing signal.
- 3Describe the outcome in one instruction, including how to use a supplied Salesforce contact or lead reference.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real example to the webhook and check the Salesforce task.
Questions about this workflow
Does Cincopa start this automation directly?
Cincopa has no listed trigger event here. A Notis webhook starts the automation when an HTTP request containing the viewing signal is sent to it.
What should the request include?
Include the viewing details and a Salesforce contact or lead reference if you want the task related to that record. Notis can only use data included in the request or otherwise available to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cincopa to Salesforce. A trigger fires from one place; an action lands in another.
Cincopa triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Cincopa and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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